Regional CPA Growth Target mid-sized regional firms seeking to scale advisory services beyond traditional accounting. Berenfeld’s nearly 40-year presence in Coral Gables and recognition for leadership provide a compelling case study for expanding client portfolios into cross-border, high-net-worth, and legal industry services.

International & Legal Focus Position as a gateway for international clients and legal sector needs. Emphasize services that support cross-border compliance, international tax planning, and advisory for high net worth individuals, leveraging the firm’s established reputation among domestic and international businesses and the legal community.

Advisory Expansion Cross-sell advisory capabilities to existing accounting clients. With a full range of services and strong market knowledge, pitch integrated solutions such as business strategy, risk management, and financial optimization to improve client outcomes and increase wallet share.

Technology Modernization Highlight opportunities to modernize client workflows using existing tech stack and leverage industry-standard tools to deliver more efficient audits, virtual CFO services, and real-time financial insights for mid-market clients seeking digital transformation.

Revenue Upsell from SMBs Leverage the firm’s mid-market revenue base to target similar-size clients in Florida and nearby states. With a revenue range of 50 to 100 million and a robust service mix, identify SMBs requiring scalable accounting, compliance, and advisory services to sustain growth.